Epic Financial

Epic FinancialEpic FinancialEpic Financial

EPIC FINANCIAL is a Southern California based firm serving domestic and international clients. Our clients include public and private companies, high income and high net worth individuals, executives, professionals and entrepreneurs.

We are career specialists in estate planning, executive compensation, wealth transfer, wealth accumulation, charitable planning and employee benefits.


Our clients' privacy is very important to us. Please see our Privacy Policy for information regarding our commitment to protecting your privacy.

Investment Advisory Services offered through Epic Wealth Advisors, Inc., a Registered Investment Advisor. EPIC Wealth Advisors is registered to offer securities in the State of California.
EPIC Financial Insurance Services does business as EPIC Financial.